Appointment of a short – term insurance broker for the provision of a corporate short-term insurance cover for the SEDFA national, provincial & branch offices for a period of three (3) years.Closed

Overview

Appointment of a short-term insurance broker to provide corporate short-term insurance cover for SEDFA’s national, provincial and branch offices for three years. Bidders must be FSCA-licensed insurance brokers with strong corporate insurance experience, and meet compliance (tax, CSD, BBBEE, etc.) to be considered.

Requirements

• The bidder must be duly registered and licensed with the FSCA as an insurance broker.
• Valid Professional Indemnity Insurance between R30,000,000 and R50,000,000 (certified copy not older than 3 months).
• Valid Tax Compliance Status (TCS PIN issued by SARS).
• Central Supplier Database (CSD) registration proof; CIPC registration documents listing all Directors/Shareholders and certified IDs.
• BBBEE documentation: valid certificate or SANAS-sworn affidavit (with templates as required for EMEs/QSEs).
• Completion and submission of SBD forms (SBD 1, 3.3, 4, 6.1) and the pricing schedule; other standard bid docs.
• Proof of registration in good standing for CSD and SARS tax; evidence of registered/active CSD status.
• Staff must be South African citizens (SEDFA may validate citizenship); proof may be requested.
• Briefing, due diligence and security/vetting processes may be conducted post-submission; post-award SLA to be signed; gun-free building and compliance certifications required on completion.
• Functionality criteria require robust insurance brokerage capability (detailed in Annexure C) and team qualifications (RE5, degrees) as per Annexure C.

How to Apply

• Closing date: 23 July 2026. Time: 12:00 (note: metadata mentions 10:00; document lists 12:00).
• Submissions: one original and one electronic PDF copy (on memory stick), deposited into Sedfa Tender Box at The Fields, 1066 Burnett Street, Hatfield, Pretoria; electronic submission also accepted (per RFB).
• Documents to submit (per Annexures and SBDs): SBD 1, SBD 3.3, SBD 4, SBD 6.1; pricing proposal; tax clearance; CSD proof; BBBEE documentation; CIPC documents; director IDs; utility/lease documents; and any other Appendix 1 requirements.
• Pre-qualifications: FSCA registration, PII policy, TCS PIN, CSD, BBBEE, and CIPC details must be current.
• Annexures: Annexures A–E (Administrative Compliance, Mandatory Requirements, Functionality Criteria, Price & Preference, Scope of Work) and Appendix 1 (Bid Proposal Document). Refer to the attached RFB file (RFB_15_2026_2027 SHORT TERM INSURANCE BROKER SERVICES.pdf) for specifics.

Note: The bid is evaluated on four stages (Administrative, Mandatory, Functionality, Price/Preference 80/20) with a minimum 70/100 on functionality to advance.